Elevate your career in investment operations as a Manager at Q Wealth Partners in North York, Ontario. Lead a talented team while overseeing critical investment operations and client reporting.
In this pivotal role, you’ll manage daily investment operations, including trade operations and client reporting for a nationwide wealth management business. You will guide a team of 3-5 professionals, ensuring operational accuracy and efficiency. Your responsibilities will include monitoring operational risks, developing robust procedures, and responding to complex operational challenges within a dynamic workplace.
Key Responsibilities:
- Manage daily investment operations across partner offices - Oversee tax reporting activities and client inquiries - Own governance frameworks for client reporting - Coordinate operational technology enhancements and vendor relations - Lead incident responses and operational projects
Requirements: - 8+ years in wealth or asset management - Strong analytical and communication skills - Knowledge of NBIN, D1g1t, and investment regulations - Proven leadership experience in project management - Familiarity with U.S. custodial operations is a plus
Drive operational excellence and compliance in investment management with Q Wealth Partners.#J-18808-Ljbffr